Filed October 9, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC6 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $110,514 |
BRINKER CAPITAL9 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $88,369 |
Filed as: BARNES DENNIG Service code 10 PO BOX 933309 · CLEVELAND, OH 44193 | Accounting | $16,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,641 | $88,890-0.3% | $102,423-13.5% | $77,643+14.2% |
| Participation rate | 87.4% | 80.9%+6.5pp | 76.5%+10.9pp | 70.6%+16.8pp |
| Annual return | 13.06% | 24.98%-11.9pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,664 | $2,698-1.2% | $3,023-11.9% | $2,726-2.3% |
| Participant deferral / active EE | $6,298 | $5,145+22.4% | $5,053+24.6% | $4,647+35.5% |
| Admin fee / account holder | $337 | $235+43.0% | $9,451-96.4% | $430-21.8% |